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Name Holding Trade Value Shares
Change
Change in
Stake
SC
376
Steph & Co
Wisconsin
$290K +$37.6K +169 +14%
Diamond Hill Capital Management
377
Diamond Hill Capital Management
Ohio
$285K +$297K +1,335 New
AO
378
Advisor OS
Illinois
$285K -$2.89K -13 -1%
NYLIM
379
New York Life Investment Management
New York
$284K -$6.01K -27 -2%
CCM
380
Coldstream Capital Management
Washington
$282K – – –
FRM
381
Fox Run Management
Connecticut
$280K -$349K -1,567 -54%
DADC
382
D.A. Davidson & Co
Montana
$280K -$3.34K -15 -1%
CAM
383
Connacht Asset Management
New York
$278K +$290K +1,301 New
HH
384
Hilltop Holdings
Texas
$273K +$18.2K +82 +7%
HNB
385
Huntington National Bank
Ohio
$272K -$22.9K -103 -7%
PWPS
386
Pinnacle Wealth Planning Services
Ohio
$270K +$3.56K +16 +1%
PI
387
PEAK6 Investments
Illinois
$262K +$90.4K +406 +49%
CQS
388
Credential Qtrade Securities
$256K +$15.1K +68 +6%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$252K -$12.5K -56 -5%
PA
390
Parallel Advisors
California
$252K -$9.13K -41 -3%
CB
391
Centennial Bank
Arkansas
$252K -$5.79K -26 -2%
CG
392
Caprock Group
Idaho
$249K +$260K +1,168 New
PIM
393
Penobscot Investment Management
Massachusetts
$246K – – –
Treasurer of the State of North Carolina
394
Treasurer of the State of North Carolina
North Carolina
$243K +$254K +1,140 New
Schroder Investment Management Group
395
Schroder Investment Management Group
United Kingdom
$239K – – –
WJWM
396
Williams Jones Wealth Management
New York
$237K – – –
WKSWA
397
White Knight Strategic Wealth Advisors
New Jersey
$235K -$6.68K -30 -3%
WA
398
Wealth Alliance
New York
$235K -$124K -558 -34%
1WM
399
1900 Wealth Management
Texas
$233K – – –
PNC
400
Park National Corp
Ohio
$230K – – –